Minimizing Credit Risk and Collection Management
Course Outline – One day Course
1. Meaning, classification of credit
2. Nature of Credit
3. Basic Function of credit and collection
4 Advantages of granting credit
5. Documents used in loan processing
6. Interview and credit investigation
7. Qualities to investigate
8. Sources of credit information
9. Appraisal of machinery and equipment
10. Appraisal of real and personal property
11. Financial analysis
12. The collection calendar and credit equation
13. Collecting thru the telephone
14. Qualities of a good credit investigator
15. Safeguarding the collection system
16. The prospect and problem of the credit industry
Costing and Pricing your Products and Services
Course Outline – One day course
1. What are Cost?
2. Different type of Cost
3. What is Costing?
4. Cost Classification and Allocation
5. Recording and Method of Depreciation
6. Costing for Manufacturer
7. Costing for Wholesaler
8. What is Pricing
9. Other consideration when pricing your product and services
10. What are the sources of excess cost and how to avoid or reduce them
11. Different type of Pricing
12. The difference between mark-up and pricing
13. Exercises’
Export Procedures and Documentation
Course Outline – One day Course
1. Registering and Organizing the Export Business
2. Exportable and Prohibitive Export Products
3. Where and How to Get Foreign Buyers
4. How to Start the Export Business
5. What is a buying agent and its role in the export business
6. Negotiating for the Export Contract
7. INCO TERMS used in International Trade
8. Payment scheme in import/export Business
9. The letter of Credit and its classification
10. Export negotiation and collection of proceeds
11. Discussion of various export documents
12. Basic costing in export business
Financing and Microlending Business
Course Outline – One Day Course
1. The Lending History
2. The Lending Act of 2007
3. Government Regulations
4. Primary License as a Corporation and Fees
5. Secondary License as a Lending Company and Fees
6. Characteristic of Microloans
7. Type Microloans’ and Documents Needed
8. Different Method of Releasing or Computing Loan
9. Simple Interest and Effective Interest Rates
10. Procedure in Granting Loans
11. Basic Credit Investigations
12. Projection of one year financial statement
13. Documents used in microlending business
Accounting System for Microlending Business
Course Outline - One day course
1. Definition of Bookkeeping and Accounting
2. Accounting cycle and concept
3. Double entry bookkeeping system - debit and credit system
4. The Chart of Accounts
5. Recording of all accounting transactions in the general journal and posting to the general ledger
6. Preparation of the worksheet
7. Release and payment of loans
8. Acceptance and payment of investment from investor
9. Issuance of shares of stock
10. Recording of organizational cost
11. Computation and provision for bad debts.
Bookkeeping and Basic Accounting
Course Outline - Two days course
First Day:
1. Definition of Bookkeeping and Accounting
2. Accounting cycle and concept
3. Double entry bookkeeping system - debit and credit system
4. The Chart of Accounts
5. Recording of all accounting transactions in the general journal and posting to the general ledger
6. Preparation of the worksheet
7. Preparation of trial balance, adjusting entries, adjusted trial balance sheet and income and expense statement.
8. Preparation of closing entries
Second Day:
The participants will be given an actual accounting problem and will apply what been learned on the first day from recording in the general journal, posting to the general ledger, and preparation of the balance sheet and income and expense statement.
Computerized Accounting System using Quickbooks Software
Two Days Course - Day One
!. Introduction to QuickBooks capabilities
2. Moving around in QuickBooks
3. Differenct menus and navigators in QuickBooks
4. The initial interview in setting up a new company
5. Using the help section
6. Setting up preferences, list, classes and items
7. Setting up inventory items
8, Preparing journal entries
9. Different reports available in QuickBooks
Day Two
The participants will be given accounting transactions and they will be the one to encode the transactions using the QuickBooks Software.
How to Make Credit Gift Box, Paper Ribbons and Shopping Bags - this is a hands-one course whereby the participants will be shown actual making of boxes and gift bags and the same time they will be preparing their own projects. The participants will learn how to prepare gift box and paper bags in different sizes and shapes.
1. Cutting the pasteboard according to size and shape
2. Cutting the pasteboard and craft paper
3. Gluing and attaching the craft paper to the pasteboard
4. Preparing the paper ribbon
5. Gluing the ribbon to the box
4. Preparing the paper bag, attaching the handle.
